Quick Tips – Creating a Contact and Adding a Referral

Quick Tips – Creating a Contact and Adding a Referral

Making sure your new leads are created and set up correctly is one of the most powerful ways to stay on top of your pipeline. Not only does it ensure no lead gets forgotten, but it also shows your referral partners that you are organized, reliable, and proactive—qualities that build trust and drive results.

  • Create 'Client' Contact
  • Create 'Partner' Contact

Create a ‘Client’ Contact

In this segment, we’ll guide you step by step to:

  • Create a new lead – capture all essential details to keep your pipeline accurate
  • Link the referral contact – connect your leads with the partner who referred them for better tracking
  • Assign a nurture automation – ensure your client receives timely and relevant follow-ups automatically
  • Create a check-in task for the referral contact – maintain strong relationships and show appreciation

By doing this, you’re not just adding a contact—you’re setting up a system to nurture relationships and increase your conversion potential.

 

Create 'Partner' Contact

Next, we’ll focus on adding and managing your partner contacts. In this video, we’ll demonstrate how to:

  • Add a new contact – make sure all information is accurate and complete
  • Apply the right tag(s) – organize your contacts for easier reporting and segmentation
  • Assign a nurture automation – keep your partners engaged and informed without manual effort
  • Add a follow-up task – maintain communication and ensure opportunities are never missed

 And there you have it! With these steps, you’ve successfully created both a client and a partner contact, fully set up for automated follow-ups and stronger referral relationships.

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